PAIZX Mutual Fund

PAIZX Mutual Fund

NAV$8.11
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Returns Overview

1 Month
+0.24%
3 Months
-0.93%
6 Months
-0.74%
YTD
+0.85%
1 Year
+4.74%
3 Years (annualized)
-0.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAIZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+22.63%
vs Peers
-21.78%

PAIZX Mutual Fund Performance

PAIZX performance across multiple time periods: 1-month 0.24%, YTD 0.85%, 1-year 4.74%, 3-year -0.11%.

PAIZX returns trail the peer average of 22.63% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

PAIZX vs another fund shows side-by-side returns. PAIZX alternatives are available in the Mutual Fund Screener.